Kate Elizabeth Soumilas – Financial Adviser

Adviser identifying number: 1254537
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017

Name of the licence holder: DIXON ADVISORY & SUPERANNUATION SERVICES LIMITED
Licence number: 231143
Licensee’s ABN: 54103071665
Licence controlled by: DIXON ADVISORY GROUP PTY LIMITED

The date the Financial Adviser commenced the appointment: 01/04/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: DIXON ADVISORY & SUPERANNUATION SERVICES LIMITED
Authorised Representative identifying number: 000231143
Authorised Representative’s ABN: 54103071665

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

  • Bachelor of Commerce – Deakin University
  • Bachelor of Law – Deakin University
  • Core 1 Securities and Managed Investment Accreditation Program – Stockbrokers Association of Australia
  • Diploma of Financial Planning – Kaplan Professional

Relevant memberships of professional bodies or industry associations:

Kate Elizabeth Soumilas is authorised to provide advices on following products:

  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Securities